Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,331
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$698M
3 +$501M
4
META icon
Meta Platforms (Facebook)
META
+$370M
5
ICE icon
Intercontinental Exchange
ICE
+$330M

Sector Composition

1 Healthcare 15.13%
2 Technology 14.76%
3 Financials 14.23%
4 Consumer Discretionary 9.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$3.05M ﹤0.01%
355,469
+2,500
2327
$3.05M ﹤0.01%
65,695
+1,165
2328
$3.05M ﹤0.01%
148,177
+4,814
2329
$3.04M ﹤0.01%
120,419
+108,419
2330
$3.04M ﹤0.01%
45,702
-259
2331
$3.04M ﹤0.01%
220,798
+28,086
2332
$3.03M ﹤0.01%
285,704
+78,183
2333
$3.02M ﹤0.01%
1,974,100
-2,894,860
2334
$3.02M ﹤0.01%
339,609
+97,814
2335
$3.02M ﹤0.01%
82,964
-392,495
2336
$3.02M ﹤0.01%
301,868
+47,521
2337
$3.01M ﹤0.01%
+49,449
2338
$2.99M ﹤0.01%
112,974
-29,429
2339
$2.98M ﹤0.01%
60,462
+2,250
2340
$2.98M ﹤0.01%
+122,830
2341
$2.98M ﹤0.01%
97,013
+27,220
2342
$2.97M ﹤0.01%
193,164
-420,962
2343
$2.97M ﹤0.01%
+112,942
2344
$2.96M ﹤0.01%
49,757
-855
2345
$2.95M ﹤0.01%
119,761
+106,510
2346
$2.94M ﹤0.01%
153,061
+1,120
2347
$2.93M ﹤0.01%
135,249
-915
2348
$2.92M ﹤0.01%
427,467
+6,379
2349
$2.91M ﹤0.01%
+115,835
2350
$2.91M ﹤0.01%
591,740
+549,404